Your Exit Planning Resource Center

Exit Strategy, Planning, and Readiness 25 min read

Founder Dependency Math - Calculating Your Exit Discount

Learn to quantify how founder dependency impacts your business valuation and create a prioritized extraction plan for organizational independence

Dec 28, 2025

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Financial Planning and Considerations 22 min read

Cash Flow Clarity - Beyond EBITDA to Real Cash Generation

Learn how buyers analyze free cash flow conversion and discover frameworks for presenting your business's actual cash generation effectively

Dec 28, 2025

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Exit Strategy, Planning, and Readiness 12 min read

Building a Business That Sells - The Complete Guide to Exit-Ready Operations

Transform your company into an acquisition target buyers compete for. Learn the operational and financial strategies that maximize business value before exit.

Dec 28, 2025

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Buyer and Seller Relations 23 min read

The Reference Customer Problem - Why Best Customers Refuse Buyer Calls and How to Fix It

When key customers won't take buyer reference calls it can derail deals. Learn why reference reluctance happens and how to secure participation effectively

Dec 26, 2025

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Exit Strategy, Planning, and Readiness 21 min read

The Loyalty Test - Who Stays After You're Gone?

Learn to distinguish genuine organizational loyalty from founder-dependent relationships and build institutional commitment that survives ownership transition

Dec 26, 2025

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Exit Strategy, Planning, and Readiness 24 min read

The Founder's Favorite - How Informal Hierarchies Can Erode Exit Value

Informal power structures may signal transition risk to buyers. Learn how to identify hidden hierarchies and determine when formalization strengthens exit value.

Dec 26, 2025

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Exit Strategy, Planning, and Readiness 23 min read

SOPs - The Documentation That Proves Transferability

Standard operating procedures signal organizational maturity to buyers and can reduce transition risk in business sales

Dec 26, 2025

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Business Operations 32 min read

Institutionalizing Sales - Building Scalable Processes Beyond the Founder

Transform founder-driven sales into repeatable scalable processes that reduce key person dependency and position your business for stronger buyer interest

Dec 26, 2025

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Exit Strategy, Planning, and Readiness 22 min read

Customer Notification Timing - The Premature Disclosure Risk

Learn when and how to notify customers during a business sale to satisfy buyer diligence while protecting competitive position and relationships

Dec 26, 2025

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Exit Strategy, Planning, and Readiness 22 min read

Three Conversations That Can Reduce Exit Friction - Preparing Your Inner Circle for a Business Sale

Learn how proactive stakeholder conversations with partners, employees, and family can help reduce friction during your business exit process

Dec 25, 2025

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Buyer and Seller Relations 22 min read

Your Team Is Being Interviewed - What Buyers Really Evaluate

Learn how acquirers assess your management team as potential post-close leaders and how their performance during buyer meetings may impact your deal terms

Dec 24, 2025

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Due Diligence 22 min read

Technology Due Diligence - What Buyers Really Evaluate in Your Systems

Learn how buyers assess technology during M&A due diligence and discover frameworks to evaluate and strengthen your systems before going to market

Dec 24, 2025

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Financial Planning and Considerations 20 min read

Cross-Sell Penetration for Recurring-Revenue Businesses - Your Hidden Revenue Quality Indicator

Learn how cross-sell penetration metrics reveal customer relationship depth and revenue quality that buyers use to evaluate acquisition targets

Dec 24, 2025

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Cultural Fit and Leadership 23 min read

The Entitlement Culture That Tanks Multiples - How Employee Expectations Erode Business Value

Learn how entitlement culture affects exit valuations and how to restore performance-based accountability before buyers identify risks in due diligence

Dec 22, 2025

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Business Valuation 24 min read

Service Business Valuation - The People Problem That Keeps Buyers Awake at Night

Learn how service business owners can overcome human capital dependencies and demonstrate transferability to maximize valuation during exit

Dec 22, 2025

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Exit Strategy, Planning, and Readiness 25 min read

Cost Structure Rationalization - Pre-Exit Cleanup for Maximum Value

Strategic cost reduction before exit can improve EBITDA and buyer perception while avoiding add-back negotiations during quality of earnings analysis

Dec 22, 2025

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Exit Strategy, Planning, and Readiness 25 min read

Customer Concentration - A Framework for Understanding Exit Valuation Risk

Learn how customer concentration affects business valuation and discover strategies to mitigate buyer concerns during exit planning

Dec 21, 2025

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Financial Planning and Considerations 29 min read

CAC Optimization - Driving Unit Economics and Marketing Efficiency for Exit Success

Learn how to optimize customer acquisition costs to improve unit economics and create sustainable value that attracts buyers and supports earnout performance

Dec 21, 2025

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